Summit CFOs Competitors

RGP (Nasdaq: RGP) has been redefining professional services for 30 years by closing the gap between advice and execution. The firm combines on-demand talent, consulting rigor, and managed services accountability to help organizations accelerate transformation while reducing risk. RGP partners with CFOs and C-suite leaders across finance, digital transformation, data, cloud, and AI — connecting strategy with execution at global scale. Based in Dallas, Texas, with offices worldwide, RGP annually serves more than 1,500 clients through 40 physical practice offices and multiple virtual offices. As of January 2026, RGP has served 90 percent of the Fortune 100 and has been recognized by U.S. News & World Report and Forbes among the best employers and management consulting firms. To learn more, visit www.rgp.com. Dare to Work Differently® — for a world where execution matters.

Founded in 1986, BPM is one of the largest California-based public accounting and advisory firms, ranked as one of the 50 largest firms in the country. With six offices across the Bay Area, we serve emerging, mid-cap, and closely-held businesses as well as high-net-worth individuals in a broad reach of industries ranging from financial services, technology, life science and consumer business to real estate, nonprofits, wine and craft beverages. Our International Tax Practice is one of the largest on the West Coast and our well-recognized SEC Practice serves approximately 35 public reporting companies. We are listed as one of the “Best Public Accounting Firms for Women,” and the San Francisco Business Times, North Bay Business Journal and Silicon Valley Business Journal all list BPM as one of the “Best Places to Work.” Accounting Today ranks us as the number one "Best Firm to Work for"​ in the nation, in the Large Firm Category. Our mission is to WOW clients with our service, depth of knowledge and intimate understanding of their business and financial challenges. Because People Matter

Forward Financing unlocks the capital that fuels small businesses. Since 2012, we've replaced the rigid red tape of traditional lending with proprietary technology and a streamlined application process—often delivering working capital as quickly as same day to small business owners. We measure success by the ripple effect: → $5 billion+ in lifetime funding → 95,000+ small businesses funded → Capital provided to businesses in all 50 states Our technology is advanced. Our approach is human. Headquartered in Boston with a world-class team across the U.S., Canada, and the Dominican Republic, we're proud to be recognized as a Great Place to Work and a Built In Boston Best Place to Work—and to hold an A+ BBB rating and thousands of 5-star Trustpilot reviews. Capital for every moment that moves a business forward.